How do I reference financial data… in the APA7 style?
08/09/2022
We all know how to cite and reference from books, journals, the internet and even blog posts, but what about financials? Just like information from other sources, data retrieved from a specialist finance resource should be acknowledged in the same way.
The format for referencing financials in APA7 style – whether a set of financial data, accounting or financial dataset – is essentially the same.
Here’s what you need to include in your reference:
- Author or authorising organisation.
- (Date of publication include day and month if available).
- Title or section of report OR Title of data extract in italics. Follow this with a description of the work in square brackets, e.g. [Financial Data].
- Platform or website where the materials are located.
- URL – include a URL if the materials are available online (only include if the material has come from a platform that will be available to the reader of your work) – or Retrieved Month, Date, from database/source name.
And how your references should look:
Bloomberg L.P. (2017). Tesco PLC daily share price (2011-2016) [Financial Data]. Retrieved March 2, 2017, from Bloomberg terminal.
S&P Capital IQ (2022). Meta Platforms, Inc. annual income statement 2017 to 2022 [Financial Data]. Retrieved August 11, 2022, from S&P Capital IQ platform.
What about your in-text citations?
Where you make reference to these in your text, follow the normal ‘name and date’ conventions and simply follow any mention with (Bloomberg, 2017) or (S&P Capital IQ, 2022) or a variation thereon.
Any questions?
As always, if you have any questions about referencing, please contact the Library.
Please note: Cranfield supports two different referencing styles – APA7 (Author-date) and Numbered (NLM). Please make sure you use the style preferred by your supervisor or lecturer. The advice above relates only to the APA7 style. If you have any questions about referencing, please contact the Library.
Feature image from Pixabay. Available at: https://pixabay.com/photos/business-stock-finance-market-1730089/
Categories & Tags:
Leave a comment on this post:
You might also like…
All about standards
What are standards? Standards are documents outlining in detail the rules, guidelines or characteristics for specific products or processes. Standards may be a legal requirement or voluntary. Standards cover many sectors from engineering and business ...
Want to improve your reading skills?
Are you starting to read through the mountains of journals, books or articles for your project or on your course reading list? Let’s start with a few myths about the reading process: You need to ...
Driving the future of automotive excellence with three new scholarships
Cranfield University has a long history within the top echelon of motorsport, car development and safety designs within the automotive industry, working in the era where we’ve seen significant safety improvements, engineering feats and ...
Academic writing and being critical
Academic writing is daunting. Capturing all your thoughts and analysis and putting them down onto paper in some sort of understandable fashion is a challenge. Did you know we have resources in our Cranfield Study ...
My Cranfield experience: How studying for the Strategic Marketing MSc landed me a job in my dream industry
For Shraddha Mahapatra, studying for a postgraduate master’s degree at Cranfield School of Management unlocked the path to a career working in her dream industry sector. Shraddha had gained an MBA in her native ...
Keen to develop your study skills?
Alongside the technical skills and academic knowledge that you will gain on your course, as a Cranfield student you have the opportunity to develop a range of other skills that can enhance your learning experience. ...